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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,554 hedge funds and large institutions have $21.4B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 727 increasing their positions, 533 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+40
Holders Change %
+2.64%
% of All Funds
22.53%
Holding in Top 10
231
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.71%
% of All Funds
3.35%
New
143
Increased
727
Reduced
533
Closed
81
Calls
$154M
Puts
$54M
Net Calls
+$100M
Net Calls Change
+$22.8M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$471M
2
CAM
2
Cresset Asset Management
Illinois
$147M
3
D
3
Diversified
Delaware
$91M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$170M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$461M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$737M
2
Bank of America
2
Bank of America
North Carolina
$581M
3
MFG
3
Merit Financial Group
Georgia
$53.6M
4
Ameriprise
4
Ameriprise
Minnesota
$541M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
576
Savant Capital
Illinois
$3.2M -$209K -7,770 -6%
GCA
577
Gradient Capital Advisors
California
$3.19M +$309K +11,505 +11%
SWM
578
SeaCrest Wealth Management
New York
$3.19M +$509K +18,948 +19%
GC
579
Gratus Capital
Georgia
$3.19M +$446K +16,602 +16%
SMFG
580
Sumitomo Mitsui Financial Group
Japan
$3.18M +$301K +11,184 +10%
WI
581
Wintrust Investments
Illinois
$3.17M +$201K +7,488 +7%
LCM
582
LVM Capital Management
Michigan
$3.16M +$496K +18,465 +19%
TC
583
Trust Company
Kansas
$3.14M +$18.9K +702 +0.6%
SW
584
SteelPeak Wealth
California
$3.13M -$4.55M -169,164 -59%
AWA
585
Adapt Wealth Advisors
Georgia
$3.12M +$3.12M +116,184 New
BSW
586
Buckingham Strategic Wealth
Missouri
$3.12M +$18.9K +705 +0.6%
ERIM
587
Eagle Ridge Investment Management
Connecticut
$3.11M -$4.11K -153 -0.1%
IW
588
Imprint Wealth
South Carolina
$3.1M +$3.1M +116,016 New
WEG
589
World Equity Group
Illinois
$3.09M +$150K +5,580 +5%
JIC
590
Johnson Investment Counsel
Ohio
$3.08M +$164K +6,099 +6%
MWM
591
Moran Wealth Management
Florida
$3.06M -$1.63M -60,690 -35%
WA
592
WBH Advisory
Maryland
$3.04M +$273K +10,155 +10%
IC
593
Inscription Capital
Texas
$3.04M +$1.41M +52,389 +86%
CFGSD
594
Compass Financial Group (South Dakota)
South Dakota
$3.04M +$276K +10,272 +10%
CWM
595
Chesapeake Wealth Management
Virginia
$3.02M -$227K -8,430 -7%
CIA
596
Capital Investment Advisors
Georgia
$3.02M +$103K +3,825 +4%
EIA
597
Eldridge Investment Advisors
New Hampshire
$3.01M – – –
CW
598
CreativeOne Wealth
Kansas
$3M +$429K +15,972 +17%
HA
599
Hamel Associates
New Jersey
$2.99M +$19.8K +738 +0.7%
RC
600
Rovin Capital
Arizona
$2.97M +$83.8K +3,117 +3%
22 23
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